Summary

Contractors can be attached to permits as either the General Contractor (BP> Maintenance> Permit> General tab) or as a Subcontractor (BP> Maintenance> Permit> Subcontractor tab). All of the permits that a contractor is attached to will display on the contractor record.

Follow this process to create a contractor.

Step by Step

1     Open the Contractor Selection window (BP> Maintenance> Contractors).

• The Contractor Selection window displays all contractors in the Building Permits module.
• Verify the contractor you are creating does not exist. Enter the specific contractor information in the Search Criteria section and click the Refresh icon   to filter the list of contractors displayed in the data grid below.
  • If the contractor already exists, highlight the contractor and click the Modify icon   or press ENTER to modify the contractor.
• Highlight a contractor and click the Delete icon or press DELETE to delete the selected contractor.
  • Contractors that are attached to permits cannot be deleted.
• Click the Create icon or press INSERT to create a new contractor. This will open the Contractor Maintenance window.

2     Create a new Contractor.

• The Contractor Maintenance General tab is used to record the contractor contact and licensing information. This tab is organized into three sections.
• The Contractor section displays the general contractor information.
  • Enter a Customer Number to associate with the new contractor or click the field label to select on from a list.
    • The name, phone, and address information below will populate with the information attached to the selected customer number.
    • Customers are created and maintained on the Customer Maintenance window (SS> Maintenance> Customer).
  • Enter a Company Name for the new contractor.
• The General section displays the contractor licensing information.
  • Enter a State License Number for the contractor.
  • Select a State Expiration Date from the drop-down menu.
  • Enter a Local License or click the field label to select one from a list.
    • Licenses are created and maintained on the License Maintenance window (LP> Maintenance> License).
    • The Application and Expiration Date fields will automatically populate with the dates attached to the selected license.
  • Enter a Federal, Tax, and Local Tax ID for the contractor.
  • The Active toggle will be checked by default. When this toggle is not checked, the contractor will appear as Inactive when attaching contractors to permits.
• The Primary Contact section displays the contact information for the contact specified as Primary on the Contacts tab. The fields in this section are read only and will only populate after a contact is added to the Contacts tab and the Primary toggle is checked.

3     Complete the Contacts tab.

• The Contacts tab is used to attach contacts to the contractor. All the contacts attached to the contractor will display on this tab.
  • Use the filter options and click the Refresh icon to filter the displayed contacts.
• Highlight a contact and click the Delete icon to delete the selected contact.
• Highlight a contact and click the Modify icon or click the Create icon to open the Contacts Maintenance window.
• Enter a Last Name and select a Contact Type from the drop-down menu. These are the only required fields on the window.
• Complete as many of the optional contact fields as desired.
• Check the Letter toggle to generate a letter for this contact if the associated contractor is included in a BP Letters batch.
• Check the Primary toggle to specify the selected contact as Primary. The primary contact information will display on the General tab as well. Only one contact can be specified as Primary.

4     Complete the Bond/Insurance tab.

• The Bond/Insurance tab is used to enter and store information relating to the contractor’s bond and insurance companies.
• Enter the Bond Company information in the fields on the left side of the tab.
  • You will not be able to save the contractor record if the selected Expiration Date pre-dates the Signed or Issued Dates.
• Enter the Insurance Company information in the fields on the right side of the tab.

5     Complete the Work Type tab.

• The Work Types tab is used to specify what services, such as Plumbing, Electrical, or Roofing, the contractor is qualified to provide.
• To add a work type, click the Create icon drop-down menu and select New Work Type. This will open the Work Type Selection window.
  • The Work Type Selection window will display all of the work types created in the BP module.
  • Highlight a work type code and click the Confirm icon to close the Work Type Selection window and populate the Work Type and Description fields on the Work Type tab in the Contractor Maintenance window.
• Work types are created and maintained on the Work Type Maintenance window (BP> Maintenance> Work Type).

6     Open the Permit tab.

• The Permit tab of the Contractor Maintenance window displays all applications and permits that the selected contractor is attached to. Contractors can be attached to permits as the General Contractor on the General tab or as Subcontractors on the Subcontractor tab of the Permit Maintenance window.

7     Complete the Comments tab.

• The Comments tab will display the comments attached to the business.
  • The comments entered here are stored and displayed only in the Business Permits module, but this field can be sorted and displayed in a QBE Report.
• Click the Delete icon to delete an existing comment.
• Click the Create icon to add a new comment code to the tab.
  • This will populate the Code and Date Created fields in the Maintenance section to the right.
  • Enter the comment in the Comment field. This comment can be up to 512 characters long.
  • The Date Closed field is used to record when the issues outlined in the comment were addressed. This date will appear on the comment line item.
• Comment codes are created and maintained on the Comment Code Maintenance window (BP> Maintenance> Comment Code).

8     Complete the Miscellaneous tab.

• The Miscellaneous tab will display the miscellaneous fields attached to the contractor.
• The labels of the miscellaneous fields are set up in the Miscellaneous Field Labels window (SS> Utilities> Miscellaneous Field Labels).
• Click the Save icon when complete.